Insurance Account Manager

Alliance Insurance Agency; Lubbock (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Alliance Insurance Agency in Lubbock, Texas, is seeking a Customer Service Representative to enhance customer relationships through effective communication and expert service. As a key part of our team, you will handle inquiries, assist with policy updates, and resolve issues with precision and professionalism.

The ideal candidate will possess strong communication skills, an insurance license or willingness to obtain one, and the ability to manage multiple tasks while delivering excellent customer care. Join us and enjoy competitive pay along with opportunities for professional development.

Qualifications

• Hold the insurance license required by your state or be willing to work on getting licensed.
• Strong customer focus and excellent phone manner.
• Ability to handle difficult situations and solve complex problems.

Responsibilities

• Provide service to existing clients regarding policy updates and payments.
• Answer calls about new/existing insurance policies.
• Work with clients to finalize and bind new coverage.
• Review existing policies and help with renewals.
• Maintain records of customer interactions in the management system.

Skills

Customer focus

Verbal communication

Written communication

Math skills

Problem-solving

Education

Insurance license

Tools

Agency management systems

Rating tools

Job description

The Customer Service Representative at Alliance Insurance Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the insurance license required by your state or be willing to work on getting licensed.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi‑tasking, and follow‑up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.